> ## Documentation Index
> Fetch the complete documentation index at: https://miniti.app/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# attio

> push meeting intelligence from miniti to attio people or company records

miniti sends a saved meeting summary to an attio person or company record, with optional task creation from action items. also available as an app in the [attio app store](https://attio.com/apps/miniti-app).

<Note>
  attio export is a **macos feature** and is available on **saved meetings only**, not live sessions.
</Note>

## what gets sent

miniti creates a **note** on the target attio record containing:

* summary
* discussion flow
* action items
* key decisions
* topics
* meddpicc fields (if any)
* notes

optionally, action items become individual **tasks** linked to the same record.

### what does not get sent

* full transcript
* training metrics (filler words, pace, etc.)

transcript export to attio is intentionally disabled.

## enable it

1. open **settings** (`⌘,`)
2. **integrations**
3. turn on **enable "send to attio"**

## send a meeting

1. open a **saved meeting** in macos history
2. click **send to attio**
3. if prompted, click **connect** and complete attio sign-in in your browser (oauth)
4. choose **people**, **companies**, or **both**
5. search and select the target attio record (min 2 characters)
6. (optional) enable **create tasks from action items**
7. click **send to attio**

miniti remembers your attio selection per meeting, so you can reopen and re-send / update later.

## auto attio sync (calendar-driven)

if you've connected [google calendar](/docs/integrations/google-calendar), miniti can automatically send meeting summaries to attio after saving when attendees match an attio record. enable in settings → integrations → google calendar → auto attio sync.

## permissions requested

miniti requests these attio oauth scopes:

* `record_permission:read`
* `object_configuration:read`
* `note:read-write`
* `task:read-write`
* `user_management:read`

## edge cases

* **"send to attio" is missing** - enable it in settings → integrations
* **can't search** - connect your attio account first and enter at least 2 characters
* **meeting was trimmed** - transcript edits clear generated insights, so attio notes omit those fields until regeneration. regenerate insights before sending to attio if you want the note to include summary, action items, meddpicc, and questions.
* **0 tasks created** - either the meeting has no usable action items, insights were cleared after trimming, or attio rejected the task payload; a note still gets created
* **"attio backend endpoints are not deployed yet"** - your backend deployment does not yet include attio routes (a self-hosted backend configuration issue, not a client issue)

## linked records

* meeting note is created as a top-level attio **note** on the selected person or company record
* each action item (if task creation is enabled) becomes an attio **task** with:
  * content = the action item text
  * `is_completed: false`
  * `deadline_at` = today
  * linked to the same target record
  * assigned to the attio user connected to miniti

when you create tasks from action items, each task is assigned to the attio user connected to miniti. there is no separate assignee picker in miniti.